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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $749,817 | $97,020+672.9% | $83,327+799.8% | $135,380+453.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.10% | 12.31%-21.4pp | 10.64%-19.7pp | 519.81%-528.9pp |
| Employer contribution / active EE | $26,220 | $4,144+532.8% | $3,379+676.0% | $4,779+448.7% |
| Participant deferral / active EE | $17,508 | $5,964+193.5% | $5,565+214.6% | $5,609+212.1% |
| Admin fee / account holder | $239,498 | $8,426+2742.3% | $7,540+3076.2% | $10,828+2111.8% |